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Invesco S&P MidCap Quality ETF

415 hedge funds and large institutions have $3.32B invested in Invesco S&P MidCap Quality ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 164 increasing their positions, 142 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Sagace Wealth Management
Florida
$3.66M
PWM
127
Penobscot Wealth Management
Maine
$3.56M
GVAG
128
Great Valley Advisor Group
Delaware
$3.49M
SPC
129
Sigma Planning Corp
Michigan
$3.48M
BL
130
BFSG LLC
California
$3.47M
WAT
131
Wealth Advisory Team
Kentucky
$3.41M
ACA
132
Aptus Capital Advisors
Alabama
$3.41M
CAG
133
Centerpoint Advisory Group
Kansas
$3.33M
VWM
134
Venturi Wealth Management
Texas
$3.27M
KWM
135
Kingsview Wealth Management
Oregon
$3.19M
MAC
136
Mason & Associates (California)
California
$3.15M
FCM
137
Family Capital Management
Michigan
$3.13M
OBWG
138
Onyx Bridge Wealth Group
New York
$3.05M
EW
139
Enzi Wealth
Texas
$2.95M
NIWA
140
New Insight Wealth Advisors
California
$2.95M
Mariner
141
Mariner
Kansas
$2.92M
WWM
142
Western Wealth Management
Colorado
$2.84M
WA
143
Waverly Advisors
Alabama
$2.83M
SA
144
Sovran Advisors
California
$2.82M
UAS
145
United Asset Strategies
New York
$2.78M
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$2.74M
CWRPL
147
Cassady Wealth & Retirement Planning, LLC
Nevada
$2.71M
MIA
148
Milestone Investment Advisors
Wisconsin
$2.62M
HAP
149
Harbor Asset Planning
Massachusetts
$2.55M
Creative Planning
150
Creative Planning
Kansas
$2.54M